At Turning Pointe Financial, our goal is to provide families and business owners with assistance in achieving their financial freedom. We focus on building wealth in a way that is comfortable for the client. This is accomplished by communicating openly and effectively to produce tailor-made investment and protection strategies that incorporate our clients' needs, goals and dreams. It is our intent to become a lifetime resource for every client and provide a level of service that is second to none.
Sara has worked in the financial services industry since 2008. She has built her practice working in the non-profit retirement planning markets, specifically with municipalities, schools and hospitals. She provides education and information to all employees of the benefits available to them. She is then able to build upon that and use these strategies to develop out a holistic retirement plan for their personal financial situation.
Sara started in the industry working for Ameriprise Financial and then moved to MetLife Resources where she spent the bulk of her career building and refining her retirement planning practice. In 2017, Sara made the decision to become an independent financial advisor and start her own firm, Turning Pointe Financial. A large part of her decision was based on the ability to establish a company that would allow her to establish client relationships by offering a wider variety of products and services to meet client needs.
Sara attended DeSales University, in Allentown, PA where she received her Bachelor of Science in Finance. Previously she attended Lehigh Valley College, in Center Valley, PA where she received an Associates Degree in Management and Marketing. To enhance her practice, Sara studied for and attained the CFP® designation. She is an active member of the New Jersey chapter of Women in Insurance and Financial Services (WIFS).
She is married and has two girls, age 6 and 4, who she reminds daily through her actions that you can be anything you want to be and that hard work delivers opportunity.